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Fund Related Documents

Annual Financial Statements
 
Semi-Annual Financial Statements
 
Simplified Prospectus
2017    2016    2015    2014    2013    2012    2011    2010    2009    2008    2007    2006    2005    2004   
 
2018    2017    2016    2015    2014    2013    2012    2011    2010    2009    2008    2007    2006    2005   
 
2019    2018    2017    2016    2015
G5|20 and G5|20i
 
Independent Review Committee Reports to Securityholders

Report as of March 31, 2018
Report as of December 31, 2017
Report as of March 31, 2017
 
Information Folders / Annuity Contracts / Offering Memorandum

Cambridge Canadian Equity Corporate Class (Class Y shares) Fund Facts – August 2013
SunWise Essential Series 2 Information Folder and Individual Variable Annuity Contract – January 2015
SunWise Essential Series 2 Fund Facts – December 2017
Supplement dated January 2015 to the SWESS 2 Information Folder and Contract dated January 2015 (for Sun Life Financial advisors exclusively)
SunWise Essential Series Information Folder and Individual Variable Annuity Contract (Addendum included)
SunWise Essential Series Addendum
SunWise Essential Series Fund Facts – December 2017
SunWise Elite Segregated Funds Fund Facts – December 2017
SunWise II Segregated Funds Fund Facts – December 2017
SunWise I Segregated Funds Fund Facts – December 2017
Clarica Portfolio Segregated Funds Fund Facts – December 2017
Clarica MVP RIF Information Folder and Annuity Policy Client Document Package
Clarica MVP Segregated Funds Fund Facts – December 2017
Annuity Contracts for Clarica Portfolio Contracts - Dated August 2004
Policy Amendment – May 2017
CI Guaranteed Investment Funds™ Annuity Policy
CI Guaranteed Investment Funds™ Information Folder
CI Guaranteed Investment Funds (GIF) Fund Facts – December 2017
Legacy Segregated Funds Fund Facts – December 2017
Munro Global Growth Equity Fund
• Fund Facts
Information Folder for Clarica Portfolio Contracts - Dated August 2004
SunWise® Elite Information Folder and Individual Variable Annuity Contract
Supplement to the SunWise® Elite Plus Info Folder – August 1, 2009
Supplement Dated October 08 to the Information Folder Dated March 08 for SWE Quotential Portfolios
Trident Global Opportunities Fund Offering Memorandum
 
Forms

Mutual Fund Applications and Related Documents
Application Form (New Account) (Fillable PDF) Size: 695 KB
CI Automatic Rebalancing Service Form Size: 32 KB
CI Tax-Free Savings Account application form
Portfolio Select Series TFSA Application Size: 244 KB
RSP Registered Transfer Form (Transfer) Size: 91 KB
Third Party Determination Form Size: 28 KB

RESP Applications
RESP Application Form (Family Plan)
RESP Application Form (Single Beneficiary Plan)

Education Savings Plan Grant Applications
Application: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (ESDC SDE 0093)
Annex A – Additional Beneficiaries (ESDC SDE 0093-A)
Annex B – Primary caregiver or their spouse and/or custodial parent/legal guardian (ESDC SDE 0093-B)
Annex C – Saskatchewan Advantage Grant for Education Savings (SAGES) (ESDC SDE 0093-C)
     *** Temporary suspension of SAGES effective January 1, 2018 ***
Annex D – Application: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D)

Other RESP Forms
CI’s Guide to Federal RESP Grant Programs
CI’s Guide to Provincial RESP Grant Programs
Québec Education Savings Incentive Transfer Form
RESP Educational Assistance Payment Form
RESP Proof of Enrolment Guidelines

RESP Transfer Form
RESP Transfer Form - Subscriber Request (ESDC SDE 0100 Part A)

Segregated Fund Applications
CI ivari Anti-Money Laundering Identity Verification Supplement

Spousal Consent/Waiver Forms
Alberta (Form 10)
British Columbia (Form 3)
Manitoba (Form 5A)
Newfoundland (Form 3)
Nova Scotia (Form 9: Spousal Consent to transfer to LIF)
Ontario (Spousal Consent to Transfer Proceeds from a LIRA to a LIF)
Saskatchewan (Form 1)
Federal, New Brunswick and Quebec: No spousal consent required

Other Documents
CI Anti-Money Laundering Identity Verification Supplement
Anti-Money Laundering Requirements for Establishing Non-Registered Policies
GrowthWorks/ENSIS redemption form
Pension Benefits Standards Regulations Form 1
Pension Benefits Standards Regulations Form 2
Pension Benefits Standards Regulations Form 3
Trident Global Opportunities Fund Investment Application & Subscription Instructions

Institutional Class / Class C Fund Documents
 
Cambridge Put Write Pool (formerly Cambridge Balanced Yield Pool)
• Management Report of Fund Performance
• Quarterly Disclosure Document
Cambridge Bond Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Cambridge Canadian Short Term Bond Pool
• Management Report of Fund Performance
• Quarterly Disclosure Document
Cambridge Premium Yield Pool
• Management Report of Fund Performance
• Quarterly Disclosure Document
Cambridge Stock Selection Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Harbour Global Analyst Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Munro Global Growth Equity Fund
• Fund Facts
Signature Cash Management Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Select Canadian Equity Managed Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Select U.S. Equity Managed Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document
Select International Equity Managed Fund
• Management Report of Fund Performance
• Quarterly Disclosure Document


*For nominee-held/self-directed plans, opened via FundSERV. In all other instances, the full application is required.
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